A customer looking at the new iPhone 5S at an Apple store in New York City on Friday, Sept. 20, 2013. Apple reported Monday it had sold a record 9 million iPhone 5C and iPhone 5S smartphones globally over the weekend. (JUSTIN LANE/EPA)

The Lead: Apple breaks sales record on iPhone debut weekend as competitors show effects

Apple's draw with consumers was reiterated Monday morning, when the Cupertino technology titan announced that it had sold a record 9 million iPhones on the first weekend of availability for its newest models, the iPhone 5S and iPhone 5C. While Apple celebrated its latest big money-making event, companies that compete in certain markets with the consumer-tech giant continued to show the effects of attempting to compete with Apple's ability to sell mobile devices.

"The demand for the new iPhones has been incredible, and while we've sold out of our initial supply of iPhone 5S, stores continue to receive new iPhone shipments regularly," CEO Tim Cook said in Monday's news release, while apparently taking some time off from his new Twitter account.

BlackBerry stock briefly rose higher than $9 a share Monday, showing hope that other bids could drive the price higher; shares closed with a 1.1 percent gain to $8.82, after shares were decimated last week, when the Canadian company announced layoffs and poor revenue performance.

While Apple's rise in mobile devices harmed companies already working in that field prior to the iPhone and iPad, it may have done the most damage to the personal computer industry, which has been in a decline for more than a year as consumers do most of their computing on smartphones and tablets. PC software giant Microsoft took a while to catch up to that change, and its first attempts to counter Apple resulted in a write-down of nearly $1 billion, but the Washington tech powerhouse continues to seek its answer to the popular Apple devices.

Microsoft announced its second round of Surface tablets at a Monday event, pricing its new Surface 2 and Surface Pro 2 lower than comparable iPads and playing up the devices' ability to perform the same tasks as a PC -- avoiding the iPad's key selling point as a media machine.

"We have to get people to think of it as a little different (from) an iPad," Brian Hall, general manager of sales and marketing for Surface, told the Associated Press. "iPads are great, but these are a different device. ... We're building a product for a different set of people."

Investors pushed Microsoft's stock price down 0.2 percent to $32.74 on the day, and analysts were unimpressed.

"I don't see much incentive for people to buy these devices. Yes, they are cheaper than the iPads, but is that enough reason?" J. Gold Associates technology analyst Jack Gold told Reuters, later adding, "I think they needed to do something that was innovative beyond the first generation, and I don't see that in these devices."

What is good for iTunes Radio could be read as damaging to Oakland streaming-music pioneer Pandora, and investors laid a beating on the company's stock after it had soared for most of 2013. Pandora stock declined $2.73, or 10.1 percent, to $24.26 Monday, despite assurances from company executives that they were prepared for the iTunes Radio launch and will outlast it, as they have other attempts to horn in on the market.

"We've been at it longer, we're more committed to solving it well, and we're far from done," Pandora Chief Technology Officer Tom Conrad told The Mercury News last week.

Silicon Valley technology stocks not named Apple had a tough day Monday, but the gains from the most valuable company in the world helped push the SV150 to an overall gain on the day. It wasn't enough to help the major national indexes, though, as all three declined on a rough Monday for Wall Street.

And the widely watched Standard & Poor's 500 index: Down 8.07, or 0.47 percent, to 1,701.84

Check in weekday afternoons for the 60-Second Business Break, a summary of news from Mercury News staff writers, The Associated Press, Bloomberg News and other wire services. Contact Jeremy C. Owens at 408-920-5876; follow him at Twitter.com/jowens510.